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DGRO vs JEPI: Performance & Backtest Comparison
DGRO delivered the higher return - 14.79% CAGR vs 6.12% - over 2020-06-30 → 2026-07-31.
Growth comparison
Drawdown
Annual returns
| DGRO | JEPI | |
|---|---|---|
| Name | iShares Core Dividend Growth ETF | JPMorgan Equity Premium Income ETF |
| CAGR | 14.79% | 6.12% |
| Total return | 134.08% | 44.26% |
| Volatility | 13.70% | 10.42% |
| Max drawdown | -18.61%Sep 2022 | -18.27%Sep 2022 |
| Sharpe | 0.87 | 0.35 |
| Sortino | 1.75 | 0.55 |
| Best year | 26.02% | 15.68% |
| Worst year | -8.48% | -12.27% |
| Final balance | $23,408 | $14,426 |
Correlation of monthly returns: 0.95. Wondering if you need both? Check their fund overlap →
All figures are total returns: every dividend and distribution is reinvested on its ex-date, and prices are split-adjusted. See the methodology.
Frequently asked questions
Which has performed better, DGRO or JEPI?
Over 2020-06-30 to 2026-07-31, DGRO performed better: 14.79% annualized versus 6.12% for JEPI, with dividends reinvested. Past performance does not guarantee future results.
How similar are DGRO and JEPI?
Their monthly returns have a correlation of 0.95 over the common period. DGRO is iShares Core Dividend Growth ETF; JEPI is JPMorgan Equity Premium Income ETF.
Which is riskier, DGRO or JEPI?
Over the common period DGRO had 13.70% annualized volatility and a -18.61% max drawdown, versus 10.42% and -18.27% for JEPI.